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Remind Customers to Enter Their Date of Birth

    There are two ways to remind your customers to add their birthday to the loyalty account.

    Using Campaign or Using Workflow Automation

    Using Campaign –  Follow the below steps:

    Step 1. Login to the AiTrillion.

    Step 2. Go to Email Marketing > Contacts > All Contacts

     

    Step 3. Create a Segment like this using the filters.

     

    Step 4. Send a campaign to this Segment.

    How to send an email campaign to Segmented Customers – Click Here

     

    Using Workflow Automation – Follow the below steps:

    Step 1. Login to the AiTrillion.

    Step 2. Go to Email Marketing > Workflow Automation > Create

     

    Step 3. Create a workflow like this using the created Segment.

     

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